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Richard Bernstein Advisors’s California Resources CRC Stock Holding History

Richard Bernstein Advisors’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-58,722
Closed -$3.05M – 226
2024
Q4 		$3.05M Hold
58,722
– – 0.07% 164
2024
Q3 		$3.08M Hold
58,722
– – 0.07% 162
2024
Q2 		$3.13M Hold
58,722
– – 0.07% 141
2024
Q1 		$3.24M Hold
58,722
– – 0.07% 136
2023
Q4 		$3.21M Buy
58,722
+42
+0.1% +$2.21K 0.07% 119
2023
Q3 		$3.29M Buy
+58,680
New +$3.12M 0.07% 94

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Richard Bernstein Advisors's CRC Position: Q1 2025 in Review

Richard Bernstein Advisors sold out of California Resources (CRC) in Q1 2025, closing a stake of 58,722 shares — an estimated $3.05M sold.

Richard Bernstein Advisors first reported a position in CRC in Q3 2023 and held it in 6 quarters. The position peaked at $3.29M in Q3 2023. 279 funds tracked by Wall St. Rank hold CRC as of Q1 2025.

  • Richard Bernstein Advisors reported no remaining California Resources position as of Q1 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 58,722 California Resources shares in Q1 2025, an estimated $3.05M.
  • Richard Bernstein Advisors first reported a position in California Resources in Q3 2023 and held it in 6 quarters.
  • Richard Bernstein Advisors's California Resources position peaked at $3.29M in Q3 2023.
  • 279 funds tracked by Wall St. Rank held California Resources as of Q1 2025.

Based on Richard Bernstein Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.